Account Sales

Account Sales

  1. To view the Account Sales report, click Analytics in the navigation bar.
  2. Hover over Customers in the drop down menu.
  3. Select Account Sales.
  4. To change the date range and information, use the following filters:
  • Modify the From and To date fields to set the desired date range.
  • To view Only Machines or Only Micro Markets, choose the appropriate selection from the All POS drop down menu.
  • Click the green Run Report button to run the Location Sales report with the chosen filters.
  • To toggle the information displayed on this report , select Toggle Columns from the Options drop down menu.
  • Select the checkboxes for the information you want to display in the report. Clear the checkboxes for the information you do not want to display in the report.
  • Hover under column header for search filters.
  • To Print or Export the report, click the Options drop down menu in the top right corner. 

Explanation of columns in the Route Sales table from left to right

  • Name: The name assigned to the route. The route name is a clickable link that opens the Account Sales page.
  • Type: Type of account.
  • Cash Sales: The amount of cash sales for the route within the date range chosen.
  • Cashless Sales: The amount of cashless sales for the route within the date range chosen.
  • Total Sold: The total amount of cash and cashless sales for the account within the date range chosen.
  • Daily Average: The average of the daily sales for the account within the date range chosen.
  • Cash Collected: The actual amount of cash collected for the account within the date range chosen.
  • Total collected: The total actually collected between cash and coins, as well as the cashless sales.
  • Total Revenue: The income from sales for the account within the chosen date range.
  • Locations: The number of locations assigned to each account.

Explanation of the information displayed in the Account Sales graphs

  • Cash / Cashless Sales: This graph visually compares the cash and cashless sales for each of the top 10 accounts by total sales. To view all accounts, select Show All from the Options drop down menu.
  • Daily Average: This graph visually compares the daily average of the top 10 accounts by total sales. To view all accounts, select Show All from the Options drop down menu.